Purchases and Sales Made in Q2 2023 in Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information about the institutional ownership of Spdr Dow Jones Industrial Average ETF Trust (DIA) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-10- 0.72% |
$3.28K - $3.45K
|
1.38K
$611K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-11- 0.27% |
$3.61K - $3.79K
|
4.04K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.8% |
$3.61K - $3.79K
|
1.37K
$607K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.28% |
$3.93K - $4.14K
|
4.3K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 1.79% |
$4.26K - $4.48K
|
714
$317K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 1.79% |
$4.26K - $4.48K
|
714
$317K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-13- 15.85% |
$4.26K - $4.48K
|
69
$30.7K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-14- 1.18% |
$4.59K - $4.83K
|
1.17K
$519K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.13% |
$4.92K - $5.17K
|
11.8K
$5.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 0.59% |
$4.92K - $5.17K
|
2.52K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17- 0.68% |
$5.57K - $5.86K
|
2.5K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-18- 1.94% |
$5.9K - $6.21K
|
911
$405K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.38% |
$6.23K - $6.55K
|
778
$346K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-20- 2.24% |
$6.56K - $6.9K
|
872
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-23- 0.19% |
$7.54K - $7.93K
|
11.9K
$5.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-23- 0.23% |
$7.54K - $7.93K
|
9.89K
$4.39M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-23- 1.55% |
$7.54K - $7.93K
|
1.46K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-23- 0.62% |
$7.54K - $7.93K
|
3.7K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-24- 92.31% |
$7.87K - $8.27K
|
2
$889
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-24- 0.18% |
$7.87K - $8.27K
|
13.7K
$6.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-25- 2.83% |
$8.19K - $8.62K
|
858
$381K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 34.25% |
$8.19K - $8.62K
|
48
$21.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 26.04% |
$8.19K - $8.62K
|
71
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25- 1.57% |
$8.19K - $8.62K
|
1.57K
$698K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-25- 1.67% |
$8.19K - $8.62K
|
1.47K
$654K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 1.37% |
$8.52K - $8.96K
|
1.87K
$829K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-27- 11.89% |
$8.85K - $9.31K
|
200
$88.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28- 1.93% |
$9.18K - $9.65K
|
1.42K
$632K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-28- 4.2% |
$9.18K - $9.65K
|
639
$284K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-29- 0.45% |
$9.5K - $10K
|
6.45K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-29- 3.48% |
$9.5K - $10K
|
805
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-30- 0.89% |
$9.83K - $10.3K
|
3.36K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-30- 0.17% |
$9.83K - $10.3K
|
17.4K
$7.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-31- 3.17% |
$10.2K - $10.7K
|
946
$420K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-35- 1.52% |
$11.5K - $12.1K
|
2.27K
$1.01M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36- 0.65% |
$11.8K - $12.4K
|
5.51K
$2.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-36- 1.0% |
$11.8K - $12.4K
|
3.58K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-39- 1.36% |
$12.8K - $13.4K
|
2.83K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-43- 6.84% |
$14.1K - $14.8K
|
586
$260K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-45- 3.12% |
$14.7K - $15.5K
|
1.4K
$620K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-45- 4.42% |
$14.7K - $15.5K
|
973
$432K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-46- 1.6% |
$15.1K - $15.9K
|
2.84K
$1.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-50- 1.59% |
$16.4K - $17.2K
|
3.09K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 1.33% |
$16.4K - $17.2K
|
3.7K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 5.28% |
$16.4K - $17.2K
|
897
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.61% |
$16.4K - $17.2K
|
3.05K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54- 1.92% |
$17.7K - $18.6K
|
2.76K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-54- 5.64% |
$17.7K - $18.6K
|
903
$401K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-57- 4.68% |
$18.7K - $19.7K
|
1.16K
$515K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-57- 1.79% |
$18.7K - $19.7K
|
3.12K
$1.39M
|